Central Florida’s Local, Independent Retirement Plan Provider

As a full-service firm offering all three elements (Third Party Administration, Recordkeeping and Investment Advisory services) for over 20 years, we are uniquely suited to provide you responsive service with a personal touch at a competitive price…
and that’s the Certified Difference®

Offering customized solutions, designed to fit you perfectly.

Our commitment to you, our clients and advisor partners, is to provide the service you expect so plan participants can retire with financial security.

We serve our clients, not the other way around. We adapt to your needs. While we have standard procedures that help us work efficiently, the plans and services we provide you are far from standard.

We aren’t a 1-800 company. Call us, we’ll prove it. We answer the phone, we answer your questions—typically with the first call. We’re small enough to empower our specialists to solve your problems and big enough to have the staff to get things done.

The Certified Difference

Competitive Costs

We are proud of our pricing and are committed to keeping things simple, straightforward and cost effective because life is complicated and costly enough.

Fee Transparency

We only charge direct, fully disclosed fees. There are no related party transactions, hidden incentives or sales fees.

Customer Care

We are committed to providing you the best services at the lowest possible cost. All of our clients receive a dedicated relationship manager. No call centers here!

Investment Choices

Choose from any mutual fund or ETF, including Vanguard Funds and low-cost index funds – no limitations and no mark-up.

Optimal Plan Design

We provide plan design consultation and will gladly customize plans to meet client needs. We offer safe harbor, profit sharing, new comparability and other defined contribution plans.

100% Return of Revenue Sharing

When our clients select funds that pay revenue sharing, we use that compensation to reduce our invoices or reallocate the revenue to participant accounts. The choice is yours!

New to 401(k)? We can help!

We have comprehensive (and free!) resources that will start you on your journey.

Before You Go...

FREE

2021 ANNUAL TAX RECAP

GET YOUR

Schedule A Virtual Meeting From Anywhere In The World